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iShares Dow Jones Select Dividend shares owned by Focused Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Focused Wealth Management from 13F filings

Historical chart of Focused Wealth Management investment in iShares Dow Jones Select Dividend

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Select Dividend held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones Select Dividend by Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $114k 970 117.23
2023-09-30 $103k 960 107.62
2023-06-30 $109k 960 113.28
2023-03-31 $112k 957 117.15
2022-12-31 $115k 953 120.62
2022-09-30 $102k 950 107.37
2022-06-30 $111k 945 117.46
2022-03-31 $121k 942 128.45
2021-12-31 $115k 939 122.47
2021-09-30 $107k 936 114.32
2021-06-30 $109k 932 116.95
2021-03-31 $106k 929 114.10
2020-12-31 $100k 1.0k 96.53
2020-09-30 $87k 1.1k 81.61
2020-06-30 $86k 1.1k 81.06
2020-03-31 $138k 1.9k 73.56
2019-12-31 $246k 2.3k 105.81
2019-09-30 $236k 2.3k 101.94
2019-06-30 $230k 2.3k 99.44
2019-03-31 $227k 2.3k 98.35
2018-12-31 $221k 2.5k 89.26
2018-09-30 $256k 2.6k 99.69
2018-06-30 $300k 3.1k 97.59
2018-03-31 $311k 3.3k 94.99
2017-12-31 $345k 3.5k 98.63
2017-09-30 $366k 3.9k 93.53
2017-06-30 $440k 4.8k 92.30
2017-03-31 $434k 4.8k 91.00
2016-12-31 $421k 4.7k 88.65
2016-09-30 $427k 5.0k 85.74
2016-06-30 $431k 5.1k 85.33
2016-03-31 $501k 6.1k 81.69
2015-12-31 $717k 9.5k 75.14
2015-09-30 $699k 9.6k 72.80
2015-06-30 $767k 10k 75.12
2015-03-31 $812k 10k 77.96
2014-12-31 $829k 10k 79.40
2014-09-30 $772k 11k 73.83
2014-06-30 $784k 10k 76.95
2014-03-31 $759k 10k 73.30
2013-12-31 $732k 10k 71.32
2013-09-30 $699k 11k 66.36

More positions owned by Focused Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Focused Wealth Management

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Pnc Financial Services
Wells Fargo & Company
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
UBS Group
Bank Of Montreal
Northside Capital Management
Goldman Sachs Group
Raymond James & Associates
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding iShares Dow Jones Select Dividend